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Workpapers - Ability to use Custom Excel Templates

It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

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Adam Sellars shared this idea  ·   ·  Report…  ·  Admin →
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  • Manish Rawat commented  ·   ·  Report

    Hi There,

    It would be greatly appreciated if you could implement a feature that allows the creation of an Excel worksheet as a new workpaper. This enhancement would enable us to save time by eliminating the need to prepare a separate worksheet before saving it into Xero workpapers.

    Thanks
    Manish

  • Jasmine Bishop commented  ·   ·  Report

    Hi Adam,

    I had a similar idea, the ATO reports W2 figures in a report (and PAYGI if you look) we should be able to export this and import into Xero Workpapers (wether CSV or PDF) so we don't have to manually type these out.
    If someone was also smart, they would request with the ATO (as they already have the information) the ability to build a report that shows all these items in order for us to export as a CSV file and import into xero workpapers.

  • Carolyn Nicol commented  ·   ·  Report

    Due to the lack of good functionality in standard Xero work papers, it is critical if we can continue to use these that we can use custom templates.